Edgewood Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“We provide project-based financial planning at a rate of $400 per hour.”

Quarterly fee

$3,750/qtr

“Fees are paid quarterly in arrears, up to a maximum of $3,750 per quarter.”

Annual fee

$15,000/yr

“In no event will the amount of annual fees under Financial Planning based engagements exceed $15,000 per year, inclusive of the initial fee.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Edgewood Wealth Management bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “The annual advisory fee is negotiable and paid quarterly in arrears based on the average daily balance of the Client’s account(s), and the actual number of billing days in the billing period and calendar year.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”

How Edgewood Wealth Management’s fees compare

• Its hourly rate of $400 is above the Oregon median of $250. 86% of the 123 other Oregon planners that publish an hourly rate charge less.
• 12 of the 16 other planners in Bend that publish an hourly rate charge less.
• Its annual fee of $15,000 is above the Oregon median of $7,750. 67% of the 33 other Oregon planners that publish an annual fee charge less.
• 4 of the 6 other planners in Bend that publish an annual fee charge less.

About Edgewood Wealth Management

• Principal: Eric Berlin
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• Estate planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

341116

Website

edgewood-wealth.com (opens in new tab)

Phone

(541) 241-2127

Other planners in Bend that publish fees

• 2260 WestBend$450/hr, $3,000
• Alongside Financial PartnersBend$15,000/yr
• Alpine Road FinancialBend$500/hr
• Aspire Wealth Advisors, LLCBend$250/hr
• Axia Wealth Management IncBend$350/hr, $5,000
• Axiom Wealth Strategies, LLCBend$150/hr, $5,000

Compare all 28 planners in Bend